Overview
At Haven Point Tax Co., we do more than just file taxes, we build trust, offer peace of mind, and empower our clients to take control of their financial future. We’re looking for individuals who are hungry to grow, ready to learn, and not afraid to hustle. This role is perfect for someone who thrives in a team setting but knows how to self-market, build relationships, and bring in new clients. We are seeking a detail oriented, ready to learn and knowledgeable Tax Preparers to join our team. This role involves preparing and filing tax returns for individuals and businesses, ensuring compliance with tax regulations while providing exceptional service to our clients.
You’ll receive:
- Expert-led virtual sessions
- Real mentorship from professionals who care
- Practical tools and step-by-step support
- Virtual graduation and official certificate of completion
Who This Is For:
- Individuals new to tax preparation
- Current tax professionals looking to sharpen their skills
- Aspiring entrepreneurs looking to build a tax business
- Professionals wanting to expand their service offerings
- Anyone ready to take their skills and income to the next level
Responsibilities
- Prepare accurate tax returns for individuals and small businesses, ensuring compliance with federal and state tax laws
- Successfully complete and pass the Haven Point Tax Training Course prior to preparing client returns
- Communicate with clients to gather tax documentation and answer questions clearly and professionally
- Identify eligible credits and deductions to maximize client refunds or reduce liabilities
- Maintain strict confidentiality of all client information
- Use TaxSlayer software (or similar) for tax preparation and e-filing
- Engage in basic marketing and outreach activities to grow your client list (flyers, word-of-mouth, social media, etc.)
- Attend weekly team check-ins and contribute to a collaborative, positive team environment
- Stay current on tax law updates and software changes through continuous learning
Skills
- No prior tax experience required—training is provided
- Must obtain or already have a valid PTIN (Preparer Tax Identification Number)
- Must successfully complete and pass the HavenPoint Tax Training Course
- Strong communication and interpersonal skills
- Willingness to self-market and engage in outreach to build a client base
- Familiarity with TaxSlayer or similar tax preparation software is a plus
- Excellent attention to detail and ability to manage multiple clients effectively
- Basic computer literacy and comfort with client-facing technology (email, scanning, e-signatures)
Benefits:
- Flexible schedule
- Professional development assistance
- Referral program
Compensation Package:
- 1099 contract
- Weekly Pay
- End of the Season Performance Bonus
Join our dynamic team as a Tax Preparer, where your expertise will contribute to our commitment to providing high quality tax services while fostering positive client relationships. Haven Point Tax Co. is a second chance employer. We welcome qualified applicants, including those with prior convictions, who are committed to moving forward and building a professional future.
Job Types: Seasonal, Temporary, Contract
Pay: Up to $75,000.00 per year
Benefits:
Compensation Package:
- 1099 contract
- Bonus opportunities
- Commission pay
- Performance bonus
People with a criminal record are encouraged to apply
Work Location: Remote
